Physician Wealth Advisors
FOUR icon

Physician Wealth Advisors’s Shift4 FOUR Stock Holding History

Physician Wealth Advisors’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7
Closed -$341 – 2507
2026
Q2 		$341 Sell
7
-4
-36% -$173 ﹤0.01% 2287
2026
Q1 		$482 Buy
+11
New +$607 ﹤0.01% 1941

Other funds holding FOUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Physician Wealth Advisors's FOUR Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Shift4 (FOUR) in Q3 2026, closing a stake of 7 shares — an estimated $341 sold.

Physician Wealth Advisors first reported a position in FOUR in Q1 2026 and held it in 2 quarters. The position peaked at $482 in Q1 2026. 193 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Shift4 position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 7 Shift4 shares in Q3 2026, an estimated $341.
  • Physician Wealth Advisors first reported a position in Shift4 in Q1 2026 and held it in 2 quarters.
  • Physician Wealth Advisors's Shift4 position peaked at $482 in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.